RIA Intelligence

CLARITY INVESTMENTS + PLANNING LLC

CRD #148888 SEC #801-69808 MOUNT KISCO, NY (212) 730-7029
SEC Registered
Total AUM
$122.5M
Discretionary
$121.5M
Employees
1
Clients
51
Accounts
263

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 6, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CLEARWATERS, ANTONIA, SEESINKIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
GOODMAN, MICHAEL, ERICIMEMBERE Control
GOODMAN, MICHAEL, ERICIMEMBERD Control
GOODMAN, MICHAEL, ERICIMEMBERD Control
GOODMAN, MICHAEL, ERICIMEMBERD Control
GOODMAN, MICHAEL, ERICIMEMBERD Control
GOODMAN, MICHAEL, ERICIMEMBERD Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERC Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERC Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / CHIEF COMPLIANCE OFFICERC Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / CHIEF COMPLIANCE OFFICERC Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / CHIEF COMPLIANCE OFFICERC Control
CLEARWATERS, ANTONIA, SEESINKIMEMBER / CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Nov 6, 2025 REGISTERED

Notice Filings (5)

CA MD NJ NY TX

Address

118 NORTH BEDFORD ROAD
SUITE 100
MOUNT KISCO, NY 10549
United States
Phone: (212) 730-7029